Bringing over 40 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


 

 

Jocelyn MacKenzieCPA, CGA, CFP®

Financial Planner

People recognize that in today's endless possibilities, unlimited information and limited time, it is critical that their financial assets be entrusted to a professional who considers the opportunitie...
Read more

Stephanie MacKenzie Vivaraies CFP®

Financial Planner

With a passion for helping people and love of numbers, Stephanie brings these two together to help clients from all walks of life set and achieve their financial goals and security. Building and nurtu...
Read more

Donna LaightB.P.R.

Client Service Manager

Donna Laight joins the MacKenzie Wealth Planners Team with a wide range of experience in the financial services industry. Most recently, Donna worked in the Private Investment Management Division of a...
Read more

Sofia Tagaeva

Administrative Assistant

Sofia and Stephanie first connected at a social networking event for the Financial Services - Canadian Context Program students at Algonquin College. A former graduate of the program, Stephanie was a ...
Read more

Our Consultants

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, IPC Portfolio Services
 

Supporting the communities within which we work

 

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our Corporate Social Responsibility(CSR) efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effects of their efforts are always rewarding.